Weight Loss CRM Built for GLP-1 Practices and Medical Weight Management
GLP-1 weight loss demand is the largest healthcare growth opportunity in a decade. Practices that capture inquiries in seconds, run membership programs cleanly, and coordinate compounding pharmacies efficiently win the market. Velant runs all of it on one platform.
Capture every GLP-1 patient in seconds
Book a walkthrough — see the weight loss clinic workflow from ad click to membership lifecycle.
Capture every GLP-1 inquiry in seconds
Patients searching 'semaglutide near me' or 'GLP-1 weight loss clinic' are extremely price-sensitive and comparing multiple practices simultaneously. The first practice to respond clearly with pricing, qualification criteria, and a booking path wins. Velant's AI Voice Agent and AI Lead Follow-up SMS respond in under 30 seconds, 24/7.
- AI Voice Agent: every inbound call answered in under 5 seconds
- AI Lead Follow-up SMS: every form-fill answered in under 30 seconds
- Qualification intake (BMI, comorbidities, prior treatment) auto-collected
- Cash-pay deposit collection during the booking flow
- AI Booking Agent: patients self-schedule consultations via SMS
Compounding pharmacy coordination workflows
Many weight loss practices run compounded semaglutide / tirzepatide programs. The operational headache is coordinating prescriptions, refills, dose escalations, and shipping with the compounding pharmacy. Velant runs the entire pharmacy workflow with status visibility for staff and patients.
- Prescription queueing with compounding pharmacy of choice
- Refill timing automation aligned to dose escalation schedule
- Patient-facing shipping status visibility
- Dose escalation milestone tracking and side-effect check-ins
- Pharmacy-side documentation handoff
Monthly membership program management
Most weight loss clinics run monthly membership models — recurring revenue, predictable margin. The operational challenge is renewal management, payment failures, pause / resume, and lifecycle communications. Velant runs membership as a first-class workflow with churn surveillance.
- Recurring billing with payment failure recovery
- Pause / resume / cancellation workflows with churn save offers
- Membership tier upgrade and downgrade automation
- Onboarding sequences for new members
- Churn surveillance: at-risk member flagging and outreach
Insurance billing for medical weight management practices
Some weight loss practices run insurance-billed medical visits alongside cash-pay GLP-1 programs. Velant handles both side by side: real-time eligibility for insurance visits, cash-pay collection for medications and memberships, clean separation in reporting.
- Real-time 270/271 eligibility for insurance-billed visits
- Z71.3 + obesity ICD-10 documentation support
- 837P claims for medical weight management
- Cash-pay separation in revenue reporting
FAQs
What is weight loss clinic CRM software?
Weight loss clinic CRM software handles new-patient GLP-1 inquiry capture, qualification intake, compounding pharmacy coordination, monthly membership management, and closed-loop attribution. Velant runs all of this on one HIPAA-compliant platform.
Does Velant integrate with compounding pharmacies?
Yes. Velant manages the prescription queue, refill timing, and shipping status for compounded semaglutide / tirzepatide / and other GLP-1 programs with the compounding pharmacy of your choice.
Can Velant handle monthly membership billing?
Yes. Velant runs recurring memberships as a first-class workflow with payment failure recovery, pause / resume, tier upgrades, and churn surveillance.
Does Velant tie weight loss ad spend back to revenue?
Yes. Velant captures DNI on calls, GCLID and FBCLID on form-fills, ties each lead to booked consultations, and pushes revenue back into Google / Meta offline conversion APIs for smarter ad optimization.
How much does Velant cost for a weight loss clinic?
Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent + AI Booking Agent. A typical weight loss clinic running paid ads pays back Velant within the first week of new GLP-1 starts.
Is Velant HIPAA-compliant for weight loss workflows?
Yes. BAA available, role-based access, audit logs, encrypted communications, and TCPA-aware messaging for sensitive weight and health context.